

Weekly Market Recap: Painful Recession Next Now That The Fed Is 'Breaking' Things?
Mar 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 4min
The Fed's Tightening of Bank Lending Standards
03:49 • 2min
The Fed's Expectations for Rate Cuts
05:50 • 4min
The Markets Are Trying to Grind Higher in the Middle of Uncertainty
09:23 • 2min
The Fed's Confidence in the Banking System
11:15 • 3min
Janet Yellen and the Fed
14:26 • 2min
The Debt Crisis in the Banking System
16:04 • 3min
The Fed's Review of the Banking System
19:15 • 3min
The Importance of Reserve Requirements During the Pandemic
21:52 • 2min
The Importance of Communication
23:28 • 4min
The Inane Truth About the Fed Announcement
27:11 • 2min
The Importance of Fundamentals in Investing
29:06 • 2min
Recession Indicators Say the Fed Broke Something
31:01 • 2min
The Fed's Threat of Overtightening
32:50 • 3min
The Recessionary Indicator
36:03 • 3min
The Recessionary Indicator and M2 Declining
39:31 • 4min
The Decline of Monetary Velocity
43:35 • 2min
The Correlation Between Money and Household Debt
46:01 • 2min
The Flaws of Modern Monetary Theory
48:03 • 2min
The Correlation Between Leading Economic Indicators and S&P Earnings
49:43 • 2min
The Status Quo Is Going to Change
51:37 • 2min
How to Predict a Recession in the Stock Market
53:17 • 2min
How to Avoid a Recession
55:30 • 2min
The Time to Buy Speculative Assets
57:07 • 2min
The Importance of Investing in the Markets
58:52 • 5min
The Housing Market and the Layoff Situation
01:03:29 • 2min
Houston's Landlocked Inventory Is Drying Up
01:05:23 • 4min
The Importance of Bank Lending Tightening
01:09:21 • 5min
The Wild Coyote Moment
01:13:59 • 2min
The Downsizing of the Housing Market
01:16:17 • 2min
The Continuation of Labor Hoarding
01:18:43 • 4min
The Market's Overbought Conditions Are Helping or Hurting
01:22:16 • 3min
How to Avoid Bank Runs in Today's Banking System
01:25:41 • 4min
Wealthion Signs Partnership Endorsing a Canadian Financial Advisor
01:29:35 • 4min